> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getnexor.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started with Nexor

This section walks you through the same path the Nexor team follows in onboarding calls, so you can go from a blank account to a working agent on your own. Follow the pages in order. By the end you will understand what an agent is, you will have tested one in the playground, and you will know how to connect your channels and go live.

<Frame caption="The Nexor dashboard: agents on the left, NexorGPT on the right.">
  <img src="https://mintcdn.com/nexor/335V9P_gdO6wPMqv/images/getting-started/dashboard-overview.png?fit=max&auto=format&n=335V9P_gdO6wPMqv&q=85&s=c5bcf39a8ff6f24813198d2d7d916d47" alt="Nexor dashboard with the agent list and the NexorGPT panel" width="1600" height="900" data-path="images/getting-started/dashboard-overview.png" />
</Frame>

## What you will end up with

* **An agent you understand.** You know what each block of its configuration does and which one to change when it misbehaves.
* **A tested agent.** You have run your own use cases in the playground and adjusted the agent based on what you saw.
* **A clear path to production.** You know which channels to connect, how leads get in, and what to check before activating.

<Tip>
  The goal of this walkthrough is to finish operating, or with a base agent ready to iterate. Not with an open list of pending items.
</Tip>

## Before you start

| Have ready                   | Why                                                                                                                                                                                                                                                         |
| ---------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Access to your Nexor account | Every step happens in the dashboard.                                                                                                                                                                                                                        |
| A base agent                 | The self-serve onboarding creates one for you, and the Nexor team often prepares one before a call. If you have none, the [NexorGPT page](/docs/en/guides/getting-started/build-with-nexorgpt) creates it from a short brief.                               |
| Your use case in writing     | The process you want to automate, where your leads come from, the channels you want, the information the agent must collect, and the outcome you expect. The [next page](/docs/en/guides/getting-started/define-your-use-case) turns this into a worksheet. |

## Two ways to configure everything

Everything you configure visually in the dashboard can also be done by chat. Pick the one you are comfortable with and switch whenever you want.

| Way             | Best for                                                                                                                 | Where                                                                                                          |
| --------------- | ------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------- |
| Visual settings | Reviewing every block of an agent one by one and learning what each does.                                                | Open the agent and go to its settings.                                                                         |
| NexorGPT        | Building or changing an agent in plain language. NexorGPT asks the questions a consultant would and applies the answers. | The **NexorGPT** page in the sidebar, or the panel on the right of most screens.                               |
| MCP and API     | Teams with developers who want to manage Nexor from Claude, Cursor, Codex, or their own code.                            | **Integrations** from your profile menu. See [For developers](/docs/en/guides/getting-started/for-developers). |

## The path

<Steps>
  <Step title="Define your use case">
    Answer the questions the Nexor team asks in every onboarding: what you want to achieve, where leads come from, which channels, what to collect, how you qualify, and what the final outcome is. [Define your use case](/docs/en/guides/getting-started/define-your-use-case).
  </Step>

  <Step title="Learn the anatomy of an agent">
    Tour the blocks that make up an agent: goal, variables, identity, business rules, knowledge base, pipeline, contact settings, channels, and tools. [Anatomy of an agent](/docs/en/guides/getting-started/anatomy-of-an-agent).
  </Step>

  <Step title="Build or adjust with NexorGPT">
    Turn your answers into a configured agent by chatting with NexorGPT, and learn to change any setting the same way. [Build with NexorGPT](/docs/en/guides/getting-started/build-with-nexorgpt).
  </Step>

  <Step title="Test in the playground">
    Talk to your agent as a lead would, run your real scenarios, propose a change, and see it applied. [Test in the playground](/docs/en/guides/getting-started/test-in-playground).
  </Step>

  <Step title="Set up operation and channels">
    Decide when the agent may reach out, how insistently it follows up, which channels it uses, and how leads get in. [Operation and channels](/docs/en/guides/getting-started/operate-and-connect-channels).
  </Step>

  <Step title="Connect several agents">
    When one process has several intentions, split it into agents that transfer leads between them. [Connected agents](/docs/en/guides/getting-started/connected-agents).
  </Step>

  <Step title="Hand the technical part to developers">
    Connect the Nexor MCP server to your AI client, and learn when to use MCP tools, Cloud Functions, and Scheduled Functions. [For developers](/docs/en/guides/getting-started/for-developers).
  </Step>

  <Step title="Run the launch checklist">
    Validate the three things every onboarding closes with, then activate. [Launch checklist](/docs/en/guides/getting-started/launch-checklist).
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="Define your use case" icon="clipboard-list" href="/docs/en/guides/getting-started/define-your-use-case">
    The consulting questions and a worksheet to answer them.
  </Card>

  <Card title="Anatomy of an agent" icon="bot" href="/docs/en/guides/getting-started/anatomy-of-an-agent">
    Every block of an agent and what it controls.
  </Card>

  <Card title="Build with NexorGPT" icon="wand-sparkles" href="/docs/en/guides/getting-started/build-with-nexorgpt">
    Create and edit agents by chat.
  </Card>

  <Card title="Test in the playground" icon="flask-conical" href="/docs/en/guides/getting-started/test-in-playground">
    Live the experience before any lead does.
  </Card>
</CardGroup>